Millie
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Moor Insights & Strategy 10/01/2020 07:55
Last year, Qualcomm teased its Cloud AI100, promising strong performance and power efficiency to enable Artificial Intelligence in cloud edge computing, autonomous vehicles and 5G infrastructure. Today, the company announced it is now sampling the platform, with volume shipments planned for the first half of 2021. This begs the question: why would a company known for …. .
Moor Insights & Strategy 09/30/2020 09:43
Marvell is a data center semiconductor company that does compute, storage, networking, carrier, and security silicon and late last year announced some significant changes to the company’s strategy at its first industry analyst event. The company is on a roll, and I believe the ‘New Marvell’ is the closest thing to an Intel in the data center. ….
Moor Insights & Strategy 09/28/2020 20:14
Quantum and artificial intelligence are strategic technologies for the United States. According to Senator John Thune, chairman of the U.S. Senate Committee on Commerce, Science, and Transportation, “America is now in a race with China and Europe to develop the next technological breakthroughs based on the power of quantum science. It’s a race we must win.” In …. .
Moor Insights & Strategy 09/28/2020 18:50
I talked today with NVIDIA CEO Jensen Huang and Arm CEO Simon Segars on the largest and what I consider the most important semiconductor acquisition- ever. While Huang and Segars are quite different personality-wise, their points of view on our video call about the deal were consistent, well considered and communicated. I am thoroughly impressed …. .
Moor Insights & Strategy 09/23/2020 13:14
WHOOP, best known for its “WHOOP Strap,” announced on August 10 that it was officially named as the official, licensed recovery wearable for the National Football League Players Association (NFLPA). Last week, I spoke to WHOOP CEO Will Ahmed about what I consider a cutting-edge partnership developed between both companies, and I wanted to write about our discussion. CEO Will Ahmed, featured in Fortune Magazine’s 40-under-40 in September, started by saying he thinks the partnership …. .
Moor Insights & Strategy 09/23/2020 13:02
On September 2nd Xanadu announced it would offer cloud access to its gate-based photonic quantum computers. Xanadu is a Canadian quantum technology company founded in 2016 and obtained $32 million Series A financing in mid-2019. Additional grants from DARPA and Sustainable Development Technology Canada (SDTC) brought its total investment to $45 million. Xanadu is the first …. .
Moor Insights & Strategy 09/22/2020 11:00
I hope you all had a great week! Hoping everyone is sheltering and safe. We continue to attend our events virtually during Covid-19 and have found it to be very successful. This week, I will be attending Microsoft Ignite and GlobalFoundries GTC. Karl will be virtually attending Evercore Mobile AI. Paul will be attending the 2nd International Conference on Quantum Natural Language …. .
Moor Insights & Strategy 09/17/2020 12:57
I have been following HypeVR, a San Diego-based company in the VR space, since I encountered it at Intel’s booth at CES 2017, and I’ve watched the company’s technology improve and grow. During a recent visit to the company’s San Diego offices, founder Tonaci Tran walked me through the progress that the company has made …. .
Moor Insights & Strategy 09/17/2020 12:36
Tuesday, Amazon announced exciting small business investment news. In a demonstration of its support of small businesses on Prime Day, Amazon has shared that they are on course to invest $18 billion this year to help independent companies sell to customers, including investments in logistics, tools, services, programs, and people. Prime Day is Amazon’s annual …. .
Moor Insights & Strategy 09/17/2020 12:31
Intel has been crushing it financially recently through the execution of a more diversified portfolio even as it faces fierce PC and datacenter server processor competition as well as challenges in future process nodes. Yesterday was a big day in the long history of Intel as it unveiled the next generation of notebook processors, which, …. .
Moor Insights & Strategy 09/17/2020 11:22
On this special episode of The Six Five – Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Will Mansfield, Director of Consulting and Customer Success for PatentSight to discuss the ins and outs of patents, intellectual property and the value of patent data in our current technology climate.
Moor Insights & Strategy 09/15/2020 13:00
In the fall of 2019, ‘Unfold Games’ released a 2.5D puzzle-platform based psychological horror called DARQ. Lloyd, the protagonist, finds himself in the middle of a lucid dream that surpassed my expectations. Aside from the initial release of DARQ, within the last year, Unfold Games has released the first DLC of two ‘The Tower’ and ‘GameDev: 10 Steps To Making …. .
Moor Insights & Strategy 09/15/2020 12:53
Over the past several years, HPE has been engaged in a transition from selling infrastructure to offering solutions (hardware + software) on a consumption basis. The growing popularity of consumption-based computing is evident in the success of HPE GreenLake, a hybrid IT-as-a-Service offering, delivered via a flexible consumption model. Last week, HPE announced that it …. .
Moor Insights & Strategy 09/15/2020 12:49
I’ve been keeping a close eye on Synaptics as of late. The premium end point semiconductor company traditionally known as a manufacturer of computer touchpads and biometric fingerprint readers, has expanded its purview significantly over the years to include much more. It now plays in mobile, automotive, and IoT, with a diverse range of solutions …. .

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